Purchases and Sales Made in Q2 2024 in Ishares U S ETF Tr Int Rate He (LQDH)

LQDH Quotes by TradingView

This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
83.1K
+ 144.38%
$7.72M - $7.83M
141K $13.1M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
44.7K
+ 119.19%
$4.16M - $4.21M
82.2K $7.67M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
44.7K
+ 119.19%
$4.16M - $4.21M
82.2K $7.67M
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
42.3K
New
$3.93M - $3.99M
42.3K $3.95M
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
33.9K
New
$3.15M - $3.19M
33.9K $3.16M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
32.5K
+ 17.57%
$3.02M - $3.06M
217K $20.3M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
23.2K
+ 7.69%
$2.16M - $2.19M
325K $30.3M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
17K
+ 91.59%
$1.58M - $1.6M
35.5K $3.31M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
15.8K
+ 127.94%
$1.47M - $1.49M
28.2K $2.63M
Jul 12, 2024 Q2 2024
Columbia Advisory Partners LLC

BUY
 -
14.8K
New
$1.38M - $1.39M
14.8K $1.38M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.75K
+ 29.84%
$906K - $919K
42.4K $3.95M
Jul 24, 2024 Q2 2024
Destination Wealth Management

BUY
 -
9.11K
+ 1.23%
$846K - $858K
751K $70M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
4.09K
New
$380K - $385K
4.09K $381K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
3.85K
+ 37.78%
$358K - $363K
14.1K $1.31M
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.65K
New
$340K - $344K
3.65K $341K
Jul 19, 2024 Q2 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
3.56K
+ 6.57%
$331K - $335K
57.7K $5.38M
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.56K
New
$331K - $335K
3.56K $332K
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
2.92K
+ 1.43%
$271K - $275K
208K $19.4M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.82K
+ 24.29%
$262K - $266K
14.4K $1.35M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
2.45K
+ 16.78%
$227K - $230K
17K $1.59M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.43K
+ 63.43%
$225K - $228K
6.25K $582K
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.9K
+ 190300.0%
$177K - $179K
1.9K $177K
Nov 01, 2024 Q2 2024
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
1.39K
+ 13.66%
$129K - $130K
11.5K $1.07M
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
1.23K
New
$114K - $116K
1.23K $115K
Jul 30, 2024 Q2 2024
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
680
+ 10.9%
$63.2K - $64.1K
6.92K $645K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
668
New
$62.1K - $62.9K
668 $62.3K
Aug 12, 2024 Q2 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
358
+ 2.55%
$33.3K - $33.7K
14.4K $1.34M
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
321
+ 0.67%
$29.8K - $30.2K
48.4K $4.52M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
303
+ 0.81%
$28.2K - $28.5K
37.6K $3.51M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
280
New
$26K - $26.4K
280 $26.1K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
242
+ 152.2%
$22.5K - $22.8K
401 $37.4K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
150
New
$13.9K - $14.1K
150 $14K
Aug 13, 2024 Q2 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
107
+ 0.49%
$9.94K - $10.1K
21.9K $2.04M
Aug 13, 2024 Q2 2024
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
50
+ 2.08%
$4.65K - $4.71K
2.45K $229K
Aug 14, 2024 Q2 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
5
+ 1.83%
$465 - $471
278 $25.9K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
5
New
$465 - $471
5 $466
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
4
+ 0.57%
$372 - $377
709 $66.1K
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
4
+ 1.27%
$372 - $377
320 $29.8K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
2
+ 2.94%
$186 - $188
70 $6.53K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
0
New
$0 - $0
0 $0
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-11
- 12.36%
$1.02K - $1.04K
78 $7.27K
Jul 09, 2024 Q2 2024
Cwm, LLC

SELL
 -
-40
- 81.63%
$3.72K - $3.77K
9 $839
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

SELL
 -
-49
- 1.5%
$4.55K - $4.62K
3.21K $299K
Jul 30, 2024 Q2 2024
Trinity Point Wealth, LLC

SELL
 -
-55
- 0.54%
$5.11K - $5.18K
10.1K $942K
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

SELL
 -
-72
- 0.06%
$6.69K - $6.78K
115K $10.7M
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
SELL
 -
-160
- 4.97%
$14.9K - $15.1K
3.06K $285K
Aug 09, 2024 Q2 2024
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-268
- 0.96%
$24.9K - $25.2K
27.8K $2.59M
Jul 11, 2024 Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-309
- 2.78%
$28.7K - $29.1K
10.8K $1.01M
Aug 23, 2024 Q2 2024
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-320
- 9.82%
$29.7K - $30.1K
2.94K $274K

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